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Camms is pleased to bring you this Special Product Update Release Note for Camms.Project
This release we've got introduces exciting enhancements designed to improve your user experience within the application, which will be available in your Test environment on 07 7th December 2024 2024 and will be available in your Live environment on 21 21st December 2024.
List of items:
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1. What does this Release Include? |
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As Camms.Project is moving moves towards continuous improvements improvement, this release will contain enhanced User Interfaces, User Experiences and Performance Improvements include enhanced user interfaces, user experiences, and performance improvements for the Budget Object and its key functionalities.
2. What is the Budget Object? |
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The Budget Object is the Primary Object which primary object that belongs to the Financial Module of the Camms.Project application.
2.1 How can I Activate the Budget Object?
You can reach out to the Camms.Support Team in order to activate the Financial Module. After which that, you can simply drag and drop the “Budget Object” to 'Budget Object' into the respective workflow as per according to your preference.
3. What Objects are included in the Financial Module? |
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Budget Object
Invoice Object
Change Register Object
4. What are the Key functionalities of the Budget Object? |
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You can bring Adding data into the Object object through a financial integration, upload data via the upload wizard Upload Wizard, or manually add data.
For further information on Integrating integrating financial data to into the Object object, please contact your consultant or our support team.
You can manage Managing a hierarchical view of Budget LinesYou can manage budget lines.
Managing Budgets against Purchase Orders and Invoices
You can filter Budgets - *NEW!
You can add/edit or delete Budgets
You can have Filtering Budget data
Manual Adding, editing, duplicating or deleting budget data
Managing custom numeric columns within the Object
You can add Adding custom calculations to manage your financial data
You can manage Taxes for Budgets
You can manage Managing taxes for budgets.
Managing change orders for Budgets
5. What is the Reporting Year Modification? |
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Currently, within the Budget Object Project Budgets , project budgets are added and managed for the entire Project Time frame the project timeframe. The Reporting Year Modification will allow users to manage Project Budgets from year to year. project budgets on a year-to-year basis.
5.1 How can I add the Reporting year functionality to the Budget Object?
You can reach out to the Camms.Support team or a Product Consultant for in order product consultant to activate the functionality.
5.2 What changes would I see when activating the Reporting Year Modification?
Adding/Editing/Duplicating/Deleting Reporting Years
Adding Monthly Data
5.2.1 Adding/Editing Reporting Years
Adding a Reporting Year
Adding a New Reporting Year new reporting year can be conducted done by clicking on the “Add New” the 'Add New' button. You are only allowed to add new reporting years based on the Project project timeframe.
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Editing a Reporting Year Data
You can simply click on the field you would prefer want to edit data on in the Reporting Year and Save save the data.
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Editing a field on a duplicated Reporting Year
5.2.2 Duplicating Reporting Years & Budget Types
The Budget Object allows users to duplicate Reporting Years / Budget Types reporting years and budget types within the Budget Object. As it would be easy , making it easier to manage budget values.
How do I Duplicate a Reporting Year?
You can simply click on the “Duplicate Button” and duplicate a Reporting Yearthe 'Duplicate' button to duplicate a reporting year. You will only be allowed to Duplicate Budget duplicate the budget hierarchy within the Project Time frameproject timeframe, and it would will only allow you to duplicate the rows and will not carry without carrying forward any data.
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How do I Duplicate the Budget Type?
You can simply click the 'Duplicate' button to duplicate a reporting year. You will only be allowed to duplicate the budget hierarchy within the project timeframe, and it will duplicate the rows without carrying forward any data.
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5.2.3 Deleting Reporting Years
You can simply Delete delete a Reporting reporting year by clicking on the “Delete” 'Delete' button. Reporting Years years cannot be deleted if there are Purchase Orders purchase orders linked to the Reporting Year Budgetsreporting year budgets. All links to Purchase purchase orders must be removed prior to before deleting a Reporting Year reporting year, as you would will be prompted with an error message.Image
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5.3 How can I add Monthly Data to Budget fields?
The field where you require need to add monthly data should must be configured as a “Monthly” 'Monthly' field on in the Object Configuration area. Once the configuration is set, you would will be allowed able to add monthly budget data.
As a user, the fields which where you could can add monthly budget data to would will be indicated along with a “Pencil” Icon by a 'Pencil' icon, as shown below.
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Figure 5.3.1: User view - Monthly Fields indicated with a “Pencil Icon”
Once you click on the “Pencil” Icon you would the 'Pencil' icon, you will be presented with a Poppop-up where you could can add “Monthly” 'Monthly' data.
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Figure 5.3.2: User View - Monthly Pop-up to add Monthly Financial Data
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Figure 5.3.3: Configuration Area - Setting up Monthly fieldsNotes;
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5.4 How can I filter Budget data?
Budget data can be filtered through using the filter Iconicon. You can filter Budget budget data for selected “Reporting Years” 'Reporting Years' and respective “Budget Type/lines". 'Budget Types/Lines.' Once the filter is applied, the filter button will change colour color and would indicate that the data is already filtered.
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Figure 5.4.1: User view - Budget Object filter
5.5 How can I
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conduct configurations of the Budget Object?
The Object Configuration area is where your administrator configures the details of the object, which you can view and modify for financial data.
5.6 What are the new changes of the Object configuration area?
The Object Configuration area has improvements to the interface, experience, and performance. The following are the changes:
Tabs are re-ordered as shown below
Object properties now include “Object Name,” “Object Type,” and “Object Description”.
Enable Conditions and Visible Conditions contain a similar view to the Workflow Phase Enable and Visible Condition tabs.
The Cash Flow tab will continue with the previous configuration view.
The Budget Object Configuration tab is now named the 'Budget' tab and includes the following:
Tab properties (collapsible)
Contains the tab title
Tab visibility will be controlled through a toggle button
Contains the tab description
The field configuration area will include a grid with the following:
Field Type: Indicates whether the field is a standard or custom field (Text field/Numeric field/Date and Time field) -NEW!
Field Name
Display Name (Previously presented as Label Name) - NEW!
Help Text
Sequence - NEW!
Field Options - Dynamic based on the selection of the custom field type - NEW!
Field Code
Formula
Field Enable/visible/field compulsory actions
Reporting Period (when the Reporting Year functionality is activated) - NEW!
Show Deleted fields Toggle - Allows you to view deleted archived fields - NEW!
You can now view deleted fields via the toggle. Once you toggle to view the deleted fields, it will automatically allow you to reactivate the field via the 'Activate' button.
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d. Add New Button: This will allow you to add your preferred custom fields (Text fields, Numeric fields, & Date and Time fields) - NEW!
Filtering fields - NEW!
You can now filter by Field Type, Field Name, Display Name, Help Text, and Sequence within the Object Configuration area.
The filter includes a search bar to enter details, a filter button, and clear and close buttons.
Once filtered, the filter icon will be filled and indicate that the data is filtered.
This filtration cannot be saved.
Sequence cannot be filtered as a range.
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General
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improvements such as Paginations/view of items per page is available as well.
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6. Filtering Purchase Orders & Invoices |
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You can now easily filter purchase orders and invoices created in the Invoice Object.
6.1 Purchase Order filter
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Quick Tip:
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6.2 Invoice filter
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Quick Tip:
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6.3 How do I configure the fields required for the filter?
An administrator can navigate to the Object Configuration area of the “Invoice Object” and enable the “Search Visibility” for any field. Once enabled, the field will be added to the filter options.
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General Notes:
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